Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) | -0.46% | 4.03% | 4.01% | 0.23% | 1.66% | 2.28% | 3.46% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) | 05/17/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 4.03 | 4.01 | 0.23 | 1.66 | 2.28 | 3.46 | … | … | -0.46 | 7.37 | 2.16 | 5.77 | -12.23 | -1.79 | 6.38 | 8.50 | 0.25 | 3.79 | 2.41 | 0.84 | 5.37 | -1.63 | 5.12 | 7.42 | 7.14 | 9.74 | 4.20 | 7.14 | 4.37 |
| Sharpe Ratio | NA | 0.36 | 0.14 | -0.41 | 0.00 | NA | NA | … | … | -0.87 | 1.01 | -0.28 | 0.30 | -2.00 | -0.56 | 1.23 | 1.98 | -0.41 | 1.19 | 0.70 | 0.23 | 2.10 | -0.56 | 2.12 | 2.34 | 2.29 | 2.57 | 0.55 | 1.03 | 1.14 |
| Standard Deviation(%) | NA | 3.85 | 5.28 | 5.68 | 4.73 | NA | NA | … | … | 4.10 | 4.48 | 5.28 | 7.23 | 6.86 | 3.22 | 4.97 | 3.55 | 2.76 | 2.64 | 3.14 | 3.49 | 2.55 | 2.97 | 2.41 | 3.15 | 3.07 | 3.75 | 5.90 | 3.88 | 3.14 |
| Draw Down(%) | NA | 2.98 | 5.86 | 17.14 | 18.10 | NA | NA | … | … | 2.98 | 2.70 | 3.99 | 7.07 | 15.41 | 3.02 | 6.59 | 2.23 | 2.66 | 1.39 | 4.25 | 2.31 | 1.14 | 4.34 | 1.26 | 1.48 | 2.66 | 1.43 | 4.33 | 2.13 | 1.44 |
| Yield(%) | 0.00 | 3.83 | 3.90 | 2.94 | 2.91 | 3.02 | 3.74 | … | … | 1.38 | 4.17 | 3.97 | 3.63 | 2.36 | 2.06 | 2.53 | 3.44 | 2.90 | 2.97 | 2.95 | 2.63 | 2.87 | 3.29 | 3.20 | 4.05 | 3.73 | 5.68 | 5.05 | 4.76 | 2.32 |
Data as of 06/05/2026, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) |
-5.56%
Oct 2020 – Oct 2023 |
-0.87%
Jul 2020 – Jul 2025 |
0.77%
Oct 2012 – Oct 2022 |
2.33%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) |
9.63%
Oct 2008 – Oct 2011 |
7.46%
Jul 2007 – Jul 2012 |
5.49%
Jun 2006 – Jun 2016 |
4.65%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart